See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,048 | $63,442+57.7% | $68,791+45.4% | $66,914+49.5% |
| Participation rate | 92.3% | 60.0%+32.3pp | 69.0%+23.3pp | 69.8%+22.5pp |
| Annual return | -15.44% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,117 | $1,775+19.3% | $2,655-20.3% | $2,544-16.8% |
| Participant deferral / active EE | $4,560 | $2,945+54.9% | $3,941+15.7% | $4,237+7.6% |
| Admin fee / account holder | $19 | $577-96.6% | $4,932-99.6% | $593-96.7% |